Marriage/Civil Union/Domestic Partner Instructional Guidance for Employee Self Service Follow the instructions to add your spouse/civil union partner/domestic partner to your CSU insurance. You are permitted to make mid-year election changes within 30 days of an IRS approved qualifying event. It is necessary to provide documentation to Human Resources to substantiate the qualifying event and to establish the eligibility for, and the effective date of, the requested change within 30 days of the qualifying event. Changes initiated or documentation received after 30 days will not be accepted and changes cannot be made until the next open enrollment period. You will complete two steps: Add your spouse/civil union partner/domestic partner by entering their information in the Personal Information menu option. Complete enrollment of your spouse/civil union partner/domestic partner in CSU Benefits. Add your Spouse/Civil Union Partner/Domestic Partner 1. Click on the CSU EMPLOYEE SELF-SERVICE responsibility to expand the menu. Click Personal Information. The Personal Information page displays. 1
2. Scroll down the page until you reach Dependents and Beneficiaries. Click the Add button. Add page displays. 3. Enter the details for your spouse/civil union partner/domestic partner. General Information Enter the First Name and Last Name. Middle Name. Suffix is optional. Enter the Email Address, if applicable. Select the applicable Relationship (spouse, civil union partner, domestic partner) from the list of values. Enter the Relationship Start Date (date of marriage). Additional Dependent and Beneficiary Information Gender Select Male or Female. Social Security Enter the SSN of your spouse. Start Relationship Reason Select Marriage/Civil Union/Domestic Partner. Date of Birth Enter the date of birth of spouse. 5. Click Next. This brings you to the Personal Information: Review page where you can review your changes before they are submitted. 2
6. Click Submit if you are satisfied with your entry. (Click Back if you need to return to previous pages to make changes.) You have completed the first step of the life event procedure. Click Return to Overview to enroll your spouse/civil union partner/domestic partner in benefits. Enroll your Spouse/Civil Union Partner/Domestic Partner in Benefits All mid-year qualifying events must be entered and approved in the online enrollment system within 30 days from the date of event or changes cannot be made until the next open enrollment period. After adding your dependent s Personal Information, be sure to submit official documentation (marriage certificate, affidavit of domestic partnership, certificate of civil union partnership, or birth certificate for each child you wish to add) to the Human Resources (HR) - Benefits Unit. After your official documentation is received in HR, the system will open an enrollment window for you to change your insurance elections. You can make your insurance elections by logging into CSU Benefits in CSU EMPLOYEE SELF-SERVICE. 3
1. On the Legal Disclaimer page, review the information and select Accept, then Next to enter the Online Benefits Enrollment System. 2. If you have a dependent child(ren) who will be covered due to the marriage, you may add them on the Online Benefits Enrollment: Individuals and Beneficiaries screen, by clicking Add Individual. Otherwise, Skip to Step 4. Name and Relationship Relationship Select Relationship type. Relationship Start Date Enter the date of birth. First Name and Last Name Middle Name and Suffix optional 4
Address Information If the dependent lives in your household, select Shared Residence Otherwise, enter: Address Type Address Style Address Line 1 3 City, State and Zip Code County Country Telephone or Telephone2 Instructional Guidance for Employee Self Service Miscellaneous Information Gender Select Male or Female. Social Security Enter the Social Security Number of the dependent. Date of Birth Enter the date of birth of the dependent. 3. Click Apply if you are satisfied with your entry. 4. On the Select Program page, under Select Insurance and Retirement Programs, click CSU Benefits Plan (Cost Share) to and Next to proceed to your benefit elections. 5. Under the Insurance/Retirement Program, you will see your current Benefit Elections. To begin making your elections, click Update Benefits. 5
6. On the Update Benefits: Update Enrollments page, elect the plans you wish to enroll in or make changes to your current plan elections. Medical, Dental and Vision Short Term and Long Term Disability Basic Term Life, Employee Voluntary Term Life, Dependent Term Life and Child Voluntary Life Health Care and Dependent Care FSA (enter the annual election) Voluntary AD&D 7. Click Next if you are satisfied with your elections. 8. On the Update Benefits: Cover Indivduals page, make an electo to cover dependent(s) by checkingmarking the box under Cover for each benefit, as applicable. Then select Next. 6
9. Beneficiaries may be designated under Update Benefits: Update Beneficaries by entering a value for each person in whole percentages. Complete this action for each life insurance policy (suspensed and interim amounts). If a beneficary is not listed, click Add/Edit Beneficary and follow Step 2 above to add an individual. If you are satisfied with your designations, click Next. 10. Congratulations! You have successfully completed your benefits enrollment. Notice the Warning at the top of the page, which shows action items or notifications applicable to your enrollment. 11. Be sure to print a copy of your Confirmation Statement or printable page for your records by selecting the Confirmation Statement button. 12. Click Finish to finalize your elections. Definitions Proper Certification: If you have elected coverage for your spouse, common law spouse, domestic partner, civil union partner or eligible child, you must submit a photocopy of a certified marriage or birth certificate or affidavit to Human Resources within 30 days of your event date. Interim: The current election, in place prior to the approval of your requested change. Suspended: The coverage which has been requested. This elections will remain Suspended until proper documentation is received and approved by Human Resources. 7